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HBM's "Unspoken Struggle" for Dominance
2025-05-18 /
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Author：小编
By 2024, HBM (High Bandwidth Memory) has emerged as a highly sought-after commodity within the semiconductor sector. The proliferation of large AI models and advancements in high-performance computing have fueled a surge in demand for HBM from industry titans like NVIDIA, leaving memory manufacturers inundated with HBM orders. Notably, SK Hynix holds a commanding 52.5% market share in HBM, translating into substantial revenue gains. The burgeoning HBM market, primarily fueled by the insatiable demand from AI and high-performance computing applications, is poised for continued expansion in the years to come.
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